Peter McCormick

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About Peter McCormick

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    IPB Newbie

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  • Gender Male
  • Location Cornwall, VT USA

Peter McCormick's Activity

  1. Peter McCormick added a topic in IP.Nexus   

    Financial/statistical data reporting
    I posted these suggestions early in 2013 but thought I'd bring them up to the top of the pile again, as this is critical for anyone trying to run a business using Nexus.

    Feature requests for 4.0:

    We need the ability to generate tabular reports of new signup and renewal revenue, # of new signups and renewals, # non-renewals, renewals coming up -- all by time period, giving the sum total in units and money, and exportable to .xls, .csv, etc.

    We receive payments by check from some customers so have a separate payment gateway set up for that. These are not considered "transactions" so are not included in the limited reporting available now.

    We also need the ability to search members and Nexus customers/transactions by multiple criteria (customer type, location, membership status, etc) and then generate reports, send bulk email, etc to each found set.

    it would also be valuable to be able to set up historical reports of total membership levels, income, non-renewals etc so these can be tracked over time.

    While I'm at it, it would be helpful to be able to pre-date future invoices for advertising, etc, i.e. if an account is to be billed quarterly, then be able to set them up in advance and have them go out automatically on the specified invoice date.

    Since I'm on a roll here, how about the ability to tag invoices for advertising commission sales (we do have commissioned salespeople) so we can run a monthly report on advertising invoices paid that month that are subject to commission, and then tabulate commission at x% rates.

    I'm sure there's more, but that's enough for now. I would appreciate any advance knowledge of to what extent these are addressed in 4.0.

    Thanks.

    • 0 replies
    • 361 views
  2. Peter McCormick added a post in a topic Renewal reports   


    Reporting in Nexus is seriously deficient on all fronts for anyone considering using this to run a business. Unfortunately I was remiss in investigating reporting capabilities before jumping in whole hog with Nexus and Content in addition to IP.Board, so now I'm left guessing.

    We need the ability to generate tabular reports of new signup and renewal revenue, # of new signups and renewals, # non-renewals, renewals coming up -- all by time period, giving the sum total in units and money, and exportable to .xls, .csv, etc.

    We receive payments by check from some customers so have a separate payment gateway set up for that. These are not considered "transactions" so are not included in the limited reporting available now.

    We also need the ability to search members and Nexus customers/transactions by multiple criteria (customer type, location, membership status, etc) and then generate reports, send bulk email, etc to each found set.

    it would also be valuable to be able to set up historical reports of total membership levels, income, non-renewals etc so these can be tracked over time.

    While I'm at it, it would be helpful to be able to pre-date future invoices for advertising, etc, i.e. if an account is to be billed quarterly, then be able to set them up in advance and have them go out automatically on the specified invoice date.

    Since I'm on a roll here, how about the ability to tag invoices for advertising commission sales (we do have commissioned salespeople) so we can run a monthly report on advertising invoices paid that month that are subject to commission, and then tabulate commission at x% rates.
  3. Peter McCormick added a topic in IP.Content   

    Content: Navigation Menu
    Enable drag-and-drop re-ordering of child menu items.
    • 1 reply
    • 643 views
  4. Peter McCormick added a topic in Product Feedback   

    Option for full or IPB/defeatured CKeditor?
    I (sort of) understand the desire for a simple/defeatured text editor for use with forums.

    That said, if IPS wants Content/Blog/Nexus (wrapped around IPB) to be seriously considered as a full-fledged CMS, then at least provide the option of using the full-featured CKeditor for Content and Blog instead of the default defeatured CKeditor.

    I would like to migrate our blogs from Wordpress to IP.Blog, our news/article system to IP.Content and our membership/invoicing system to IP.Nexus to better mesh with IP.Board as a complete system. Content and Blog would be used by professional editors, not the great unwashed. Asking them to use the current dumbed-down CKeditor is sending them back into the Stone Age, particularly regarding image handling.

    Would it be a big deal to simply provide an option for full or simple editor?
    • 2 replies
    • 865 views
  5. Peter McCormick added a topic in Product Feedback   

    Why no image uploader in RTE?
    I have been using IP Board for about five years now as one component of my site (turfnet.com), which has also grown to include 11 Wordpress blogs all on separate installations (mostly because WP multi-site installation wasn't available at the outset) and a fairly comprehensive news article component, for which we're currently using a less-than-satisfactory RTE cobbled from Joomla years ago.

    I'm considering a major site revamp utilizing the entire IPS suite which would make all good sense save for the very obvious lack of a decent image uploader/resizer/alignment tool (like Wordpress has) integral to the RTE in IP.Board, IP.Blog and IP.Content.

    I always thought the image attachment/thumbnail insertion scheme in IP.Board was a little strange, but when investigating Blog and Content and realizing the deficiency in image uploading (a MAJOR component of any news-type site) I question whether moving to Suite makes sense.

    The image function in Wordpress not only includes uploading from your computer, URL or media library but also resizing, justification, CSS, setting of custom margins, links, etc.

    Is an RTE upgrade forthcoming?
    • 0 replies
    • 448 views